Advocate Group’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.14M | Buy |
154,239
+7,088
| +5% | +$328K | 1.28% | 35 |
|
|
2025
Q1 | $8.97M | Buy |
147,151
+1,974
| +1% | +$120K | 1.64% | 18 |
|
|
2024
Q4 | $8.21M | Buy |
145,177
+7,936
| +6% | +$449K | 1.55% | 23 |
|
|
2024
Q3 | $7.1M | Buy |
137,241
+2,873
| +2% | +$149K | 1.29% | 34 |
|
|
2024
Q2 | $5.58M | Buy |
134,368
+7,644
| +6% | +$317K | 1.12% | 39 |
|
|
2024
Q1 | $6.87M | Buy |
126,724
+16,497
| +15% | +$895K | 1.37% | 30 |
|
|
2023
Q4 | $5.66M | Buy |
110,227
+5,664
| +5% | +$291K | 1.21% | 33 |
|
|
2023
Q3 | $6.07M | Sell |
104,563
-2,643
| -2% | -$153K | 1.41% | 27 |
|
|
2023
Q2 | $6.86M | Buy |
107,206
+814
| +0.8% | +$52.1K | 1.51% | 21 |
|
|
2023
Q1 | $7.37M | Buy |
106,392
+1,333
| +1% | +$92.4K | 1.61% | 20 |
|
|
2022
Q4 | $7.56M | Buy |
105,059
+7,773
| +8% | +$559K | 1.63% | 19 |
|
|
2022
Q3 | $6.92M | Buy |
97,286
+7,998
| +9% | +$569K | 1.71% | 19 |
|
|
2022
Q2 | $6.88M | Buy |
+89,288
| New | +$6.88M | 1.6% | 20 |
|